Plan Snapshot
- Plan Sponsor: C.V. Starr & Company, INC.
- Sponsor EIN: 135621350
- Sponsor Address: 399 PARK AVENUE, 3RD FLOOR, NEW YORK, NY, 10022
- Plan Type: DB
- Total Participants: 1,662
- Total Assets: $357.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,662 | $357.3M | $17.0M | $0 |
| 2023 | 1,422 | $323.6M | $18.1M | $0 |
| 2022 | 1,284 | $270.8M | $18.7M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VANGUARD | NONE | $233,073 | — | $233,073 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD — NONE
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $233,073
- Estimated Expense Ratio: 0.065% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $233,073 | — | — | — | — |
| 2023 | $236,085 | — | — | — | — |
| 2022 | $244,773 | $244,773 | — | — | — |